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Leo Wealth LLC’s Edwards Lifesciences EW Stock Holding History

Leo Wealth LLC’s Portfolio EW Stock Details EW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$705K Buy
8,805
+293
+3% +$24.2K 0.05% 223
2025
Q4 		$726K Sell
8,512
-4,060
-32% -$333K 0.05% 214
2025
Q3 		$978K Sell
12,572
-97
-0.8% -$7.58K 0.13% 130
2025
Q2 		$991K Buy
12,669
+181
+1% +$13.5K 0.08% 174
2025
Q1 		$905K Buy
12,488
+150
+1% +$10.7K 0.13% 132
2024
Q4 		$913K Sell
12,338
-68
-0.5% -$4.76K 0.08% 164
2024
Q3 		$819K Sell
12,406
-91
-0.7% -$6.61K 0.07% 175
2024
Q2 		$1.15M Buy
+12,497
New +$1.11M 0.12% 130

Other funds holding EW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Leo Wealth LLC's EW Position: Q1 2026 in Review

Leo Wealth LLC increased its Edwards Lifesciences (EW) stake by 3.4% in Q1 2026, buying an estimated $24.2K and bringing the position to 8,805 shares worth $705K. The position accounts for 0.05% of the portfolio, ranked #223.

Leo Wealth LLC first reported a position in EW in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.15M in Q2 2024. 1,288 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • Leo Wealth LLC held 8,805 shares of Edwards Lifesciences worth $705K as of Q1 2026.
  • Leo Wealth LLC bought 293 Edwards Lifesciences shares in Q1 2026, an estimated $24.2K.
  • Edwards Lifesciences made up 0.05% of Leo Wealth LLC's portfolio in Q1 2026, its #223 holding.
  • Leo Wealth LLC first reported a position in Edwards Lifesciences in Q2 2024 and has held it in 8 quarters since.
  • Leo Wealth LLC's Edwards Lifesciences position peaked at $1.15M in Q2 2024.
  • 1,288 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.